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Email automations

Build multi-step flows when someone joins a list or donates.

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Written by Antonio Ryckman

Starter and Growth include automations. Go to Emails → Automations.

  1. Create an automation and open the flow builder.

  2. Start from a trigger (for example Added to supporter list).

  3. Add steps: send email, wait, and (where supported) branch on events such as email opened.

  4. Save and turn the automation on.

Tips

  • Link the campaign to the list in Campaign settings so new donors enroll automatically.

  • Email opened? steps need open tracking. That works with platform email delivery; it may not work if you send only through your own SMTP. The builder will warn you when a step is unavailable.

  • Test with a small list before a large send.

Enrollment counts appear on the automations list so you can see how many people are in the flow.

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